David B. Armstrong, CFA
President & Co-Founder
About us
On paper, we’re a wealth management firm. In reality, we’re equal parts creative lab, brain trust, and outspoken critics of the financial industry.
What we really
are is…
A team of razor-sharp, innovative, collaborative, and creative thinkers with seasoned financial expertise, a renegade spirit, and zero commitment issues.
What we
do is…
Provide opportunities for people to use what they have to get where they most want to go—and tap not just their potential for wealth, but their potential for living.
How we
do it …
For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Monument does not serve as an attorney, accountant, or insurance agent. Monument does not prepare legal documents or tax returns, nor does it sell insurance products.
Your Team at Monument
We believe in the name Monument because it signifies that what you build has value and is worth maintaining—and protecting. Together, we can build something that lasts. This is, in fact, both why our clients come to—and stay with—us for the long haul. Because anything worth building is worth doing not just well, but thoughtfully, sustainably, and in a way that matters to you.
Why this matters for you
At Monument, you get a complete team—a collective mastermind—which brings together the exact experts needed to give you not just unfiltered opinion, customized advice and support, but also a wealth of insight without the egos.
Monument Mascots
If you want to meet the dogs when you come in for a visit, let us know in advance so we can make sure they’re here! (Well…some of them at least!)
Lyla
Director of Tennis Balls
Tyson
Director of Naps
Crosby
Director of Energy
Rory
Director of Mischief
Rosie
Assistant Director of Mischief
Jax
Director of Yard Entertainment
Ralph
Director of Barking
Milo
Director of Achievement
Blizzy
Director of Swimming
Learn about our open positions and year-round Internship Program!